Honest page: No testimonials, no “clients helped,” no revenue stats.
Checkout is live. Fulfillment is async after payment. Educational operations setup —
not tax, legal, or CPA advice and not a substitute for a qualified professional.
Who it’s for
- US freelancers / solo operators roughly in the $60k–$150k band
- You’ve missed (or nearly missed) quarterly estimated taxes
- Or you regularly run out of cash between invoices even when the year looks fine
Not a fit if you need bookkeeping cleanup, tax filing, audit defense, or weekly calls.
What you get
- Cash calendar spreadsheet — 90-day view of expected inflows, set-asides, and “do not spend” buffers
- Quarterly set-aside rules — written rules based on your inputs so you know what to move and when
- Invoice aging checklist — practical chase steps so slow payers don’t silently eat your buffer
- One async review pass — you fill the materials; one written review comes back. No required Zoom.
Pricing
Intro
$497 one-time
Same deliverables. Intro price while the first fulfillment window is open.
Buy intro — $497How it works
- You purchase when checkout is live and share the intake details requested.
- You receive the spreadsheet + rule templates + aging checklist.
- You fill them with your real invoice and tax timing.
- One async review pass returns written notes and corrections.
Not included
- Tax preparation, filing, or representation
- Guaranteed penalty avoidance
- Ongoing chat or monthly retainer (optional Runway Check $197/mo may come later — not for sale on Day-1)
- Full bookkeeping or agency systems
Free feeder (separate)
Want a rough educational quarterly number first?
The Quarterly Set-Aside Estimator is a separate static page draft
(estimator.html in this pack). Not published yet. Not tax advice.
Kill discipline: If there are 0 paid clients within 45 days after owner approval of
the first outreach window, attention withdraws from this offer.